Private Client Wealth Associate — Relationship & Growth

Next Frontier Capital; Bethesda (MD); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase & Co. in Wealth Management seeks a Private Client Investment Associate to deliver client service, operational support, and wealth planning assistance to Private Client Advisors. You will help with account openings, trades, and client relationship activities in a fast-paced wealth management environment.

The role emphasizes risk management, regulatory compliance, and timely, accurate processing of requests to deepen client relationships and support referral sources.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 60 days.
• If registered after Oct 1, 2018, a valid and active SIE exam is required.
• A valid Series 66 (63/65) and Life & Health Insurance license must be obtained within 60 days.

Responsibilities

• Support Advisors book of business including operational requests such as account opening, money movement and trades.
• Assist in building client relationships through processing requests, resolving issues, and wealth planning guidance.
• Help manage relationship reviews, prepare performance reports, and promote firm services.
• Engage in risk management, Know Your Customer procedures, and account reviews.
• Support compliance with operational forms and document requirements.
• Prioritize daily work and meet deadlines while maintaining team culture.

Skills

Series 7 license

SIE exam

Series 66 license

Life & Health Insurance license

Job description

J.P. Morgan Chase & Co. in Wealth Management seeks a Private Client Investment Associate to deliver client service, operational support, and wealth planning assistance to Private Client Advisors. You will help with account openings, trades, and client relationship activities in a fast-paced wealth management environment.

The role emphasizes risk management, regulatory compliance, and timely, accurate processing of requests to deepen client relationships and support referral sources.